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Property & letting · Zip: folders + Excel

Paperwork organiser

One folder system for every property, a checklist of the 21 documents you should hold, and a rule for naming files.

£12once · download straight away
Works in Excel or Google SheetsNo subscription
Close-up of the Document checklist tab, from the free example file for the Paperwork organiser
Flat 2, Elm Road01 Tenancy and tenants02 Deposit03 Safety certificates04 EPC and energy06 Rent07 Costs and receipts

Example data. The free example file shows the full layout.

Inside the free example file

Rendered from the checklist workbook inside the example zip, at the size it opens on screen.

Document checklist, from the free example file for the Paperwork organiser
Document checklist
Folder system, from the free example file for the Paperwork organiser
Folder system

Download the free example file

What it does

One folder system for every property, a checklist of the 21 documents you should hold, and a rule for naming files.

Best for: Landlords with papers in drawers, inboxes and phones.

What’s included

Zip: folders + Excel

  • Ready-made folder set (11 numbered folders) to copy for each property
  • Document checklist: Have, Missing or Renew for up to 5 properties
  • How long to keep each document, and why

How it works

  1. Copy the folder set once for each property.
  2. Save each document as: date, property, document.
  3. Tick off the checklist: Have, Missing or Renew.
  4. Fix what's missing, then keep it up as papers arrive.

What it doesn’t do

Doesn't store your files for you. Keep your folders somewhere backed up.

Packs help you organise and prepare. They are not legal or tax advice and can’t guarantee you meet every rule.

Price and delivery

£12once
  • Download links straight after payment, by Stripe
  • Links work 3 times within 14 days; the file is stamped with your email and order number
  • Lost the links? Ask for them again

Also in these bundles

  • Landlord complete · 4 packs for £29 (£45 separately)Buy £29
  • Everything · 8 packs for £39 (£78 separately)Buy £39

Questions

Can I see it before I buy?

Yes. Download the free example file: it shows the layout with sample data, as a locked preview. The paid file is yours to fill in.

What do I get, and how?

The file downloads straight away after payment. Your links work 3 times within 14 days, and the file is stamped with your email and order number. Lost the links? Ask for them again.

Does it work in Google Sheets?

Yes. Every pack works in Excel or Google Sheets, and the Word files open in Word or Google Docs. There are no macros.

Is it a subscription?

No. One payment, and the file is yours to keep using.

Can I get a refund?

As these are digital files, change-of-mind refunds are not available once they are issued, so please look at the free example first. If a file is faulty or not as described, your legal rights are not affected. Refund terms.

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